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Bank of America Series L

259 hedge funds and large institutions have $2.77B invested in Bank of America Series L in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
259
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
151
Oppenheimer & Co
New York
$493K
USCWA
152
U.S. Capital Wealth Advisors
Texas
$493K
CAC
153
Certified Advisory Corp
Florida
$480K
IWC
154
Integrated Wealth Concepts
Massachusetts
$467K
CF
155
Centaurus Financial
California
$465K
IRM
156
Income Research & Management
Massachusetts
$455K
SWA
157
Sax Wealth Advisors
New Jersey
$435K
TWM
158
TCFG Wealth Management
California
$435K
OA
159
Oxbow Advisors
Texas
$435K
DWP
160
Daymark Wealth Partners
Ohio
$417K
SCM
161
SCS Capital Management
Massachusetts
$416K
Creative Planning
162
Creative Planning
Kansas
$410K
Jones Financial Companies
163
Jones Financial Companies
Missouri
$407K
IC
164
IEQ Capital
California
$404K
KFS
165
Kaizen Financial Strategies
California
$402K
CWM
166
Calamos Wealth Management
Illinois
$399K
PI
167
PFG Investments
New York
$399K
RMDI
168
R.M. Davis Inc
Maine
$397K
ICM
169
Islay Capital Management
Texas
$384K
GCIA
170
Gabelli & Co Investment Advisers
New York
$384K
RIL
171
Rothschild Investment LLC
Illinois
$357K
OIA
172
OneDigital Investment Advisors
Kansas
$344K
William Blair & Company
173
William Blair & Company
Illinois
$343K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$343K
Comerica Bank
175
Comerica Bank
Texas
$342K